iShares S&P 500 Index shares owned by Aberdeen Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Aberdeen Wealth Management
from 13F filings
Historical chart of Aberdeen Wealth Management investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Aberdeen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $201k | 300 | 669.30 |
| 2025-06-30 | $186k | 300 | 620.90 |
| 2024-12-31 | $177k | 300 | 588.68 |
| 2024-09-30 | $173k | 300 | 576.82 |
| 2024-06-30 | $164k | 300 | 547.23 |
| 2024-03-31 | $513k | 976 | 525.90 |
| 2023-12-31 | $466k | 976 | 477.78 |
| 2023-09-30 | $419k | 976 | 429.57 |
| 2023-06-30 | $435k | 976 | 445.85 |
| 2023-03-31 | $401k | 976 | 411.21 |
| 2022-12-31 | $375k | 976 | 384.33 |
| 2022-09-30 | $350k | 976 | 358.61 |
| 2022-06-30 | $370k | 976 | 379.10 |
| 2022-03-31 | $453k | 999 | 453.45 |
| 2021-12-31 | $477k | 999 | 477.48 |
| 2021-03-31 | $407k | 1.0k | 397.46 |
| 2020-12-31 | $385k | 1.0k | 375.98 |
| 2020-09-30 | $344k | 1.0k | 335.94 |
| 2019-12-31 | $643k | 2.0k | 323.44 |
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